Product Analyst--Wealth Brokerage Technology

Truist•Richmond, VA

3d•$95,000 - $137,000•Onsite

About The Position

The Product Analyst will own the product direction and delivery roadmap for Wealth Brokerage capabilities, encompassing client and teammate experiences, brokerage operations, workflow, data, and analytics. This role involves translating business outcomes, regulatory obligations, and technology opportunities into prioritized epics, features, and measurable releases. The Product Manager will balance business, technology, risk, and design priorities to deliver secure, resilient, and differentiated capabilities for Wealth Brokerage. This role collaborates closely with Product Owners, engineering, architecture, operations, data, cyber security, risk, legal, and compliance to convert strategic objectives into an executable product roadmap. The role requires operating effectively at both strategic and tactical levels, including defining product outcomes, analyzing client and operational needs, shaping investment priorities, resolving delivery constraints, and working directly with Agile teams through discovery, PI planning, build, testing, release, and adoption. The successful candidate will understand modern application delivery in a regulated financial-services environment, with relevant technologies including .NET and C# applications, SQL Server data platforms, Microsoft Azure services, Python-based data and automation solutions, low-code platforms, and workflow/case-management capabilities.

Requirements

Bachelors’ degree in business, engineering, design, or technology field; or related field or equivalent combination of education and professional experience
Five or more years of banking, financial services, or other relevant work experience
Three or more years of product, analysis, technology, and/or design experience
Three or more years of leading cross functional teams
Equal enthusiasm for high-level strategic planning and tactical daily execution
Experience defining/driving vision of experience programs and/or partnership based programs
Experience defining and delivering large-scale online initiatives
Proven ability to use data analytics, research and testing methodologies to drive business decisions, diagnose problems, and recommend action plans to resolve issues
Ability to lead cross-functional teams without formal authority
Comfortable managing concurrent projects in a fast-paced, results-driven environment
Comfortable with ambiguity, leading work autonomously, and making independent decisions
Excellent skills in presentation, facilitation, communication, and negotiation
Experience in roles requiring strong communication and interpersonal skills & the creation and delivery of succinct presentations to explain and sell plans/vision
Working knowledge of brokerage products, account servicing, adviser and operations workflows, supervisory controls, financial-services risk, or comparable regulated business processes.
Ability to work with engineering teams delivering web applications, APIs, background services, and integrations using the Microsoft application stack.
Understanding of relational data, data quality, reporting needs, data movement, reconciliation, and the product implications of schema or integration changes.
Familiarity with cloud-native and PaaS concepts, identity, networking, security, monitoring, resiliency, deployment, and cost considerations.
Familiarity with Python uses in data processing, analytics, automation, controls, and integration. Ability to define business outcomes and governance expectations for such solutions.
Experience shaping governed low-code solutions, including appropriate use cases, citizen-development boundaries, environment management, supportability, and transition to engineered solutions when scale or complexity requires it.
Experience defining end-to-end workflow, work queues, case management, business rules, human approvals, exception paths, controls, auditability, and operational metrics.
Understanding of APIs, messaging, batch, SFTP/file transfer, vendor connectivity, and enterprise integration patterns sufficient to identify dependencies and delivery risk.
Ability to access and interpret client information received from the computer and able to hear and speak with individuals in person and on the phone.
Able to work standard office equipment, including PC keyboard and mouse, copy/fax machines, and printers.
Able to work all hours scheduled, including overtime as directed by manager/supervisor and required by business need.

Nice To Haves

Previous Product Manager or Product Owner experience supporting Wealth, Brokerage, Trust, capital-markets, investment or adviser platforms.
Experience modernizing Microsoft-stack applications, including .NET/C#, SQL Server and Azure-hosted services.
Experience with workflow automation, case management, work queues, low-code governance or operational process redesign.
Experience with Python-enabled analytics or automation and with product governance for data-driven solutions.
Experience with APIs, event or message-based integration, SFTP/file-based integration, data platforms and third-party vendor connectivity.
Experience delivering within security, privacy, legal, compliance, audit and operational-risk control frameworks.
Experience working with distributed onshore and offshore teams.
Certified SAFe Product Owner/Product Manager, Pragmatic Institute, CSPO, PSPO or equivalent product/agile qualification.

Responsibilities

Develop and maintain a product vision and strategic roadmap for Wealth Brokerage capabilities, aligned to business objectives, client needs, operational priorities, and technology strategy.
Research and analyze the needs of Wealth Brokerage clients, advisers, operations teams, supervisors, and other target users, translating findings into clear product outcomes and prioritized opportunities.
Assess market, competitor, regulatory, and technology trends relevant to brokerage products and servicing, converting analysis into practical recommendations, investment choices, and roadmap decisions.
Partner with Product Owners and Agile delivery teams to define epics, features, acceptance outcomes, and non-functional requirements, maintaining a healthy, prioritized backlog ready for delivery.
Set PI vision, objectives, and priorities, participating in PI planning, refinement, demonstrations, retrospectives, and other Agile ceremonies.
Lead cross-functional discovery across business, operations, user experience, architecture, engineering, data, and risk partners, using prototypes, process maps, data analysis, and user feedback to validate solutions before significant investment.
Shape solutions implemented through .NET and C#, SQL Server, Azure services, Python, low-code platforms, and workflow technologies, ensuring technical fluency to challenge assumptions, understand dependencies, and make informed trade-offs.
Define product requirements for workflow and case-management solutions, including intake, routing, prioritization, approvals, work queues, service-level tracking, exception handling, notifications, audit history, and management reporting.
Ensure product design supports secure access, appropriate segregation of duties, data protection, records retention, traceability, and evidence required in a regulated brokerage environment.
Collaborate with architecture and engineering to address modernization, cloud migration, application rationalization, integration, data lineage, observability, resiliency, disaster recovery, and technical debt.
Coordinate dependencies across APIs, batch and file-based interfaces, event-driven integrations, enterprise data platforms, vendor solutions, and downstream reporting consumers.
Obtain required alignment and approvals from legal, compliance, privacy, information security, fraud, model risk, operational risk, architecture, and other governance partners.
Define measurable product outcomes and key performance indicators, using telemetry, workflow metrics, operational data, client feedback, defect trends, and adoption measures to adjust priorities and demonstrate value.
Plan releases and adoption with readiness, communications, training, support, and operations partners, ensuring client-facing and teammate-facing content is accurate and usable.
Manage product risks, issues, assumptions, and dependencies, ensuring Product Management Lifecycle processes are followed and that control, audit, and remediation commitments are completed by agreed deadlines.
Communicate product strategy, roadmap, decisions, delivery status, and risks clearly to executives, business stakeholders, and technical teams.